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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: eracer who wrote (200666)	6/6/2006 3:35:20 PM
From: pgerassi	Read Replies (2) \| Respond to of 275872

Eracer: Convenient how you forget that most of the damage is to ASPs and those won't come back ever. Intel is still losing its monopoly and that is why the ASPs will never return. The days of $3K server CPUs (Xeons) are long gone. NGA won't help that. Pete

To: eracer who wrote (200666)	6/6/2006 4:24:18 PM
From: Petz	Read Replies (1) \| Respond to of 275872

re: If "billions" were lost in the last three months since the benchmarks were public (yeah, Intel was on track to have $2.5+ billion in profits if it weren't for the benchmarks, right?) then those billions would eventually come back after Conroe is available. No, if "billions" were lost in the last three months since the benchmarks were public (yeah, Intel was on track to have $2.5+ billion in profits if it weren't for the benchmarks, right?) then *HALF* billions will eventually come back after Conroe is available. Low prices are habit forming. Petz